The Chartist

The Chartist (CRD# 105072) is a financial advisory firm headquartered in Long Beach, CA. They manage $185,402,943 in 471 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
6621 E. Pacific Coast Hwy. #240, Long Beach, CA 90803
http://www.accounts.thechartist.com
By the Numbers
  • Total Assets Under Management
    185
    MILLION
  • Total Number of Accounts
    471
    ACCOUNTS
  • Average Account Value
    $393,637
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, MA, NY, PA, TX, VA

Financial Advisors at The Chartist
Showing 1 - 3 of 3 top financial advisors.
1
Christopher Mais, financial advisor Long Beach CA
Christopher K. Mais
CRD#: 2449031
6621 E. Pacific Coast Hwy, Suite 200, Long Beach, CA 90803

Christopher Mais (CRD# 2449031) is an Investment Advisor Representative working at The Chartist in Long Beach, CA and has over 30 years of experience in the finance industry.

2
Steven Mais, financial advisor Los Alamitos CA
Steven G. Mais
CRD#: 710902
5122 Katella Av, Suite 200, Los Alamitos, CA 90720

Steven Mais (CRD# 710902) is an Investment Advisor Representative working at The Chartist in Los Alamitos, CA and has over 40 years of experience in the finance industry.

3
Daniel Sullivan, financial advisor Long Beach CA
Daniel F. Sullivan
CRD#: 2635334
6621 E. Pacific Coast Hwy , Suite 200, Long Beach, CA 90803

Daniel Sullivan (CRD# 2635334) is an Investment Advisor Representative working at The Chartist in Long Beach, CA and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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